Defined Benefit (Pension) · DOL Form 5500 · 2022

Bacardi Bottling Corporation Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
69
Participants Small participant base
83rd
Percentile by assets National rank
$431,051
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Bacardi Bottling Corporation · Sponsored by Bacardi Bottling Corporation · Florida · Manufacturing

$30M in assets, 69 participants

Bacardi Bottling Corporation's Retirement Plan for Employees of Bacardi Bottling Corporation reported $30M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,559 in Manufacturing (20,602 peers)

Where Retirement Plan for Employees of Bacardi Bottling Corporation sits by assets

Retirement Plan for Employees of Bacardi Bottling Corporation sits in the top quartile of all filed plans by assets, $30M for 69 participants (~$431,051/participant), down 30.4% in 2022.

#15,559
in Manufacturing (20,602 peers)
-30.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Bacardi Bottling Corporation's outsized position by total assets

Retirement Plan for Employees of Bacardi Bottling Corporation vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,742,531 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Retirement Plan for Employees of Bacardi Bottling Corporation among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Bacardi Bottling Corporation is a small filing (69 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 591295645 · Bacardi Bottling Corporation PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Bacardi Bottling Corporation · $30M · 69 · 83rd

  • BOOK $30M
  • BOOK 69
  • BOOK 83rd
  • BOOK Defined Benefit (Pension)
  • BOOK near Abound Federal Credit Union Defined Benefit Plan and Trust
  • BOOK ind #15559

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Florida →

Retirement Plan for Employees of Bacardi Bottling Corporation in the asset neighbourhood

Mutual Benefit Insurance Company Retirement PlanMutual Benefit Insurance Com…$30MPension Plan for Employees of the Charles Stewart Mott FoundationPension Plan for Employees o…$30MAbound Federal Credit Union Defined Benefit Plan and TrustAbound Federal Credit Union …$30MRetirement Plan for Employees of Bacardi Bottling CorporationRetirement Plan for Employee…$30MRetirement Income Plan for Hourly Employees of Essex Group, IncRetirement Income Plan for H…$30M
End-of-year total assets ($M) among Retirement Plan for Employees of Bacardi Bottling Corporation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$30M
Net Income-$13M
Employer EIN591295645
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bacardi Bottling Corporation)

Sponsor-wide plan assets over time

All Bacardi Bottling Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$28M 6.488055774406018% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $29.7M $27.8M ▼ -6.5%
Year Plans Participants Total Assets
2022 1 69 $30M
2023 1 61 $30M
2024 1 58 $28M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Bacardi Bottling Corporation vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Retirement Plan for Employees of Bacardi Bottling Corporation, Total assets ($B): 0.029742531 · Participants: 69Retirement Plan for Employees of Bacardi Bottling CorporationL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Retirement Plan for Employees of Bacardi Bottling Corporation vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Retirement Plan for Employees of Bacardi Bottling Corporation side-by-side with 3 peers →

Retirement Plan for Employees of Bacardi Bottling Corporation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Abound Federal Credit Union Defined Benefit Plan and Trust in KY ($30M); by covered participants it is Seyfarth Shaw LLP Legacy Pension Plan in IL (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of Bacardi Bottling Corporation assets move in 2022? ▼
Retirement Plan for Employees of Bacardi Bottling Corporation contracted severely - down 30.4% during 2022, from $43M to $30M. Reported net income was -$13M.
How have Bacardi Bottling Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bacardi Bottling Corporation's sponsor-wide assets declined 6.5%, from $30M to $28M.
Where does Retirement Plan for Employees of Bacardi Bottling Corporation rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Bacardi Bottling Corporation ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Bacardi Bottling Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Abound Federal Credit Union Defined Benefit Plan and Trust in KY ($30M, 303 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Bacardi Bottling Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seyfarth Shaw LLP Legacy Pension Plan in IL (69 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591295645.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.